GoalVest Advisory’s FedEx FDX Stock Holding History

GoalVest Advisory’s Portfolio FDX Stock Details FDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$855	Sell	3 -7	-70%	-$2.2K	﹤0.01%	692
2026 Q2	$3.13K	Buy	+10	New	+$3.63K	﹤0.01%	417
2025 Q2	–	Sell	-4	Closed	-$975	–	420
2025 Q1	$975	Buy	+4	New	+$1.04K	﹤0.01%	337
2024 Q1	–	Sell	-18	Closed	-$4.5K	–	430
2023 Q4	$4.55K	Buy	18 +16	+800%	+$4.06K	﹤0.01%	291
2023 Q3	$530	Buy	+2	New	+$520	﹤0.01%	456
2022 Q2	–	Sell	-1	Closed	–	–	387
2022 Q1	$0	Buy	+1	New	+$235	﹤0.01%	419
2021 Q2	$346K	Buy	1,160 +1,078	+1,315%	+$320K	0.21%	103
2021 Q1	$23K	Hold	82	–	–	0.02%	145
2020 Q4	$21K	Buy	+82	New	+$22.7K	0.02%	151

Other funds holding FDX

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sentry LLC Memphis, Tennessee $282M AUM 37.65% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

GoalVest Advisory's FDX Position: Q3 2026 in Review

GoalVest Advisory reduced its FedEx (FDX) stake by 70% in Q3 2026, selling an estimated $2.2K and leaving 3 shares worth $855. The position accounts for ﹤0.01% of the portfolio, ranked #692.

GoalVest Advisory first reported a position in FDX in Q4 2020 and has held it in 9 quarters since. The position peaked at $346K in Q2 2021. 753 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

GoalVest Advisory held 3 shares of FedEx worth $855 as of Q3 2026.
GoalVest Advisory sold 7 FedEx shares in Q3 2026, an estimated $2.2K.
FedEx made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #692 holding.
GoalVest Advisory first reported a position in FedEx in Q4 2020 and has held it in 9 quarters since.
GoalVest Advisory's FedEx position peaked at $346K in Q2 2021.
753 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.